Other · DOL Form 5500 · 2023
Innovative Learning, Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $91,928
- Avg per participant Below avg balance/head
Official DOL plan name: Innovative Learning, Inc. 403(b) Retirement Plan · Sponsored by Innovative Learning, Inc. · Maryland · Educational Services
$19M in assets, 207 participants
Innovative Learning, Inc.'s Innovative Learning, Inc. 403(b) Retirement Plan reported $19M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,041 in Educational Services (3,735 peers)
Coverage in Maryland
Innovative Learning, Inc. 403(b) Retirement Plan covers 207 participants in Maryland, about 22% of the average Maryland filer (state average ~929 per filing). Assets: $19M.
- #2,041
- in Educational Services (3,735 peers)
- +18.6%
- assets growth YoY
Innovative Learning, Inc. 403(b) Retirement Plan's outsized position by total assets
Innovative Learning, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,029,034 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Innovative Learning, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innovative Learning, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Innovative Learning, Inc. 403(b) Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Innovative Learning, Inc. 403(b) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Innovative Learning, Inc. 403(b) Retirement Plan reported participants rose from 195 in the plan year 2022 filing to 207 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 521173307 · Innovative Learning, Inc. PY 2023 · Other
Innovative Learning, Inc. 403(b) Retirement Plan · $19M · 207 · 72nd
- PART $19M
- PART 207
- PART 72nd
- PART Other
- PART near Ucp Matched Savings Plan
- PART ind #2041
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Maryland →
Innovative Learning, Inc. 403(b) Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 521173307 |
| Plan Effective Date | 1996-10-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Innovative Learning, Inc.)
Sponsor-wide plan assets over time
All Innovative Learning, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 36.22585706917481% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 195 | $16M |
| 2023 | 1 | 207 | $19M |
| 2024 | 1 | 200 | $22M |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
Innovative Learning, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is Ucp Matched Savings Plan in FL ($19M); by covered participants it is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Ucp Matched Savings Plan (FL) $19M · 1,071
- Westchester Institute for Human Development 403(b) DC Plan (NY) $19M · 232
- Freshworks Inc. 401(k) Plan (CA) $19M · 615
- Oakwood Village University Woods Homes, Inc. 403(b) Plan (WI) $19M · 681
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.